Getting Started: 

Step 1: To access your plans hover over the [Systems] Menu→ [Care Plan Calculator®] menu → [Search Care Plans].

Step 2: The [Search Care Plans] page will load, narrow your search by entering as little or as much information about the template that you are looking for (for more search options, click on the [Show More Search Options] tab at the top). You may also select the bubble icon for [Templates] for the "Plans or Templates" field. OR click the search button at the bottom of the page to view all [Current] Plans/Templates.

Step 3: From the search results locate the template. From the [Actions] button you can:

  • Edit Template: Make any changes or edits to the existing template
  • Use Template: Use the template for a patient
  • Duplicate Template: Duplicate/Copy the plan to be used as a foundation for a new template
  • Archive Template: Archiving puts the plan into storage to be searched or used later
  • Delete Template: Permanently deletes the template from your Cash Practice account